Overview
The Export Wizard is used to export both Opportunity ClosePlans and also Account Plans. The Export Wizard enables the creation of PDF files and editable Powerpoint and Docx files.
Export PDF
By default, PDF format is used to render the Account Plan or Opportunity Plan for export.
Below is the description of the export wizard UI elements.
Displayed Account Plan Export Section - Can be hidden by clicking the eye icon
Hidden Account Plan Export Section - Can be displayed by clicking the red eye icon
Displayed Account Plan Scorecard Section - Displayed sections may contain both hidden and displayed questions.
Hidden Account Plan Scorecard Question - Questions can be displayed by clicking the eye icon
Export Type - Can be PDF, PPTX or DOCX
Name of Section
Arrows icon- Expands and collapses section. Both collapsed and expanded sections will be included and displayed in final export
Eye Icon - Controls whether the section will be included or excluded in the final export
Displayed Account Plan Scorecard Section
Arrows icon- Expands and collapses section. Both collapsed and expanded sections will be included and displayed in final export
Eye Icon - Controls whether the section will be included or excluded in the final export
Account Plan Scorecard Question
Eye Icon - Controls whether the Question will be included or excluded in the final export
Export to Microsoft Powerpoint (.pptx) and Microsoft Word (.docx)
Powerpoint and Docx files are based on document templates created and uploaded to individual Templates:
ClosePlan Admin tab > Templates > Export Options
Prerequisites
The following prerequisites are required to export to PPTX and DOCX formats:
Configure the 2 required Trusted URLs in Salesforce Setup.
Gear Icon > Quickfind search for ‘Trusted URLs’
Click the New Trusted URL button
Create the Trusted URLs as below
Click
In order to render Powerpoint or Word export document, the endpoint https://api.people.ai must be added as a Trusted URL in Salesforce Setup with connect-src directive activated.
For Powerpoint or Word previews, the Microsoft endpoint https://view.officeapps.live.com must be added as Trusted URL in Salesforce Setup with frame-src directive activated
Build the Document
Build the document template and upload it to the specific Account Plan or Opportunity template. See https://peopleai.atlassian.net/wiki/spaces/TMPDOC/pages/58879082575/Export+Document+Templates?atlOrigin=eyJpIjoiOWI3NmYxNTA2ZDBiNDAxZWI3ZDE3NGNmZjhiMzU2ZDAiLCJwIjoiYyJ9.
Document Rendering
Uploaded document templates will be available in the Export Wizard to generate editable files (PPTX, DOCX).
All uploaded document templates will be selectable for rendering.
In this example:
PDF (The default export)
A Template that was created and uploaded (Called: Executive)
View Document Templates (See below for more information on this selection)
View Document Templates can help to understand what data is available for usage and provide functionality for prototyping custom document templates.
Prototyping is available only if Lightning Web Security (LWS) is enabled.
Data Explorer - The Data Explorer displays the current data structure sent to the export. It can be used to browse the content and to understand what properties a Document Template can use.
Document Templates
Available Document Templates
Shows a list of uploaded Document Templates. Document Types: PPTX and DOCX
Local Document Templates
Local templates can be used for prototyping or your own customized exports. They are available for all exports, regardless of the exported record and stored in the browser's repository only accessible to you.
Local document templates are immediately available for selection among other document templates.
Help and Resources - Provides support information for Document Templates
